Medical Records from A to Z: What Paralegals Need to Know


CLE credits earned: 4 General Credits (WA 4 Professional Development)

Obtaining protected health information (PHI) while navigating through HIPAA protections and hospital processes can be challenging. This presentation will look at ways to obtain medical/billing records, deal with potential obstacles in obtaining these records, process and protect the records received, discuss audit trail requests, and present different types of reports utilizing medical/billing records

Key topics to be discussed:

•   Ways to obtain medical/billing records
•   Dealing with potential obstacles
•   Discuss audit trail requests
•   Present different types of reports

Date / Time: June 22, 2021

•   1:00 pm – 5:30 pm Eastern
•   12:00 pm – 4:30 pm Central
•   11:00 am – 3:30 pm Mountain
•   10:00 am – 2:30 pm Pacific

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•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.
Closed-captioning available

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Original Broadcast Date: June 22, 2021

Mila G. Carlson | Mila Carlson & Associates, P.C.

Mila Carlson is the Founder and President of Mila Carlson & Associates, P.C., Nurse Consulting/Nurse Life Care Planning. Mila’s background is in medical/surgical nursing, enterprise patient scheduling, and healthcare administration. She is a member of the American Association of Legal Nurse Consultants (AALNC), the American Association of Nurse Life Care Planners (AANLCP), and the National MSP Network (MSPN; formerly NAMSAP).
Mila G. Carlson is also the Founder and President of Success(ion) Solutions, Inc., a professional services company that assists in developing a business continuity plan for solo entrepreneurs and independent medical-legal consulting companies. In 2017, Mila identified a gap in overall business planning for solo entrepreneurs and independent consultants. In her industry validation, it was noted that most small and independent businesses did not include a succession planning option that would provide for continuity of business operations should the owner be incapacitated or to make future business decisions. Based on this need, Mila created Success(ion) Solutions, Inc. She recently co-authored an article, “Succession Planning: An Overlooked Business Strategy”, which was published in The Journal of Legal Nurse Consulting (JLNC) Spring 2021 edition.
With more than 40 years of healthcare experience, Mila assists defense and plaintiff attorneys with medical-related cases, such as medical malpractice, personal injury, criminal or family law. Life Care Planning options include preparing life care plans/ medical cost projections, critiquing opposing counsel plans, and providing expert witness testimony on these plans. Mila completed a Medicare Set-Aside (MSA) certification program. In 2017 she obtained her Certified Medicare Secondary Payer Professional (CMSP) designation.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

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I. Ways to obtain medical/billing records | 1:00-2:00
II. Break | 2:00-2:10
III. Dealing with potential obstacles | 2:10-3:10
IV. Break | 3:10-3:20
V. Discuss audit trail requests | 3:20-4:20
VI. Break | 4:20-4:30
VII. Present different types of reports | 4:30-5:30